John Hancock Financial Opportunities Fund
BTO- Exchange
- NYSE
- SEC CIK
- 0000925683
In the last 90 days, John Hancock Financial Opportunities Fund insiders filed 1 open-market purchase and 0 sales; 84 institutions reported holding it in 13F filings for Q2 2026, worth $167.5M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in John Hancock Financial Opportunities Fund as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 68
- +8 vs. Q4 2022
- Shares held
- 3.99M
- +99.9K (+2.6%) vs. Q4 2022
- Total value
- $121.8M
- −$7.38M (−5.7%) vs. Q4 2022
- New holders
- 14
- 26 more added
- Sold out
- 6
- 14 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BTO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 84 | $167.5M |
| Q1 2026 | 80 | $146.0M |
| Q4 2025 | 86 | $148.6M |
| Q3 2025 | 77 | $130.5M |
| Q2 2025 | 68 | $143.2M |
| Q1 2025 | 69 | $140.8M |
| Q4 2024 | 75 | $151.3M |
| Q3 2024 | 76 | $139.2M |
| Q2 2024 | 69 | $110.4M |
| Q1 2024 | 69 | $114.6M |
| Q4 2023 | 76 | $119.6M |
| Q3 2023 | 65 | $96.7M |
| Q2 2023 | 66 | $97.3M |
| Q1 2023 | 68 | $121.8M |
| Q4 2022 | 62 | $129.2M |
| Q3 2022 | 63 | $125.4M |
| Q2 2022 | 66 | $145.0M |
| Q1 2022 | 68 | $157.6M |
| Q4 2021 | 69 | $172.9M |
| Q3 2021 | 65 | $155.4M |
| Q2 2021 | 68 | $133.7M |
| Q1 2021 | 68 | $135.6M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $31 | 0.00% | – | – |
| Belpointe Asset Management LLC | 12 | $366 | 0.00% | +12 | New |
| Central Bank & Trust Co | 26 | $794 | 0.00% | +26 | New |
| Benjamin F. Edwards & Company, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 105 | $3.21K | 0.00% | +105 | New |
| Mach-1 Financial Group, Inc. | 105 | $3.21K | 0.02% | +105 | New |
| Harbour Investments, Inc. | 125 | $3.82K | 0.00% | +100+400.0% | Added |
| Global Retirement Partners, LLC | 171 | $4.46K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 165 | $5.04K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 176 | $5.38K | 0.00% | +176 | New |
| Highlander Capital Management, LLC | 187 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $6.08K | 0.00% | +150 | New |
| Bogart Wealth, LLC | 231 | $7.05K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 213 | $7.10K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 431 | $13.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 500 | $15.3K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 561 | $17.1K | 0.00% | +22+4.1% | Added |
| GWM Advisors LLC | 576 | $17.6K | 0.00% | +2+0.3% | Added |
| CWM, LLC | 589 | $18.0K | 0.00% | +75+14.6% | Added |
| Thompson Investment Management, Inc. | 649 | $19.8K | 0.00% | +649 | New |
| Spire Wealth Management | 850 | $26.0K | 0.00% | +850 | New |
| Signaturefd, LLC | 1,000 | $30.5K | 0.00% | +1,000 | New |
| Northwestern Mutual Wealth Management Co | 1,785 | $54.5K | 0.00% | +590+49.4% | Added |
| Allworth Financial LP | 3,312 | $101.1K | 0.00% | +52+1.6% | Added |
| Formidable Asset Management, LLC | 6,610 | $199.0K | 0.04% | +6,610 | New |
| Wintrust Investments LLC | 6,938 | $212.0K | 0.03% | −316−4.4% | Reduced |
| V Wealth Advisors LLC | 7,202 | $219.9K | 0.04% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 7,329 | $223.8K | 0.25% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 7,664 | $234.1K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 7,812 | $238.6K | 0.02% | −19,137−71.0% | Reduced |
| J.W. Cole Advisors, Inc. | 7,964 | $243.2K | 0.02% | −989−11.0% | Reduced |
| The PNC Financial Services Group, Inc. | 8,067 | $246.4K | 0.00% | +7,400+1,109.4% | Added |
| First Republic Investment Management, Inc. | 8,585 | $262.2K | 0.00% | +932+12.2% | Added |
| L.M. Kohn & Company | 8,749 | $267.2K | 0.11% | −240−2.7% | Reduced |
| Oppenheimer & Co Inc | 8,947 | $273.2K | 0.01% | +827+10.2% | Added |
| Mariner, LLC | 9,744 | $298.0K | 0.00% | +920+10.4% | Added |
| Wedbush Securities Inc | 9,788 | $299.0K | 0.01% | +415+4.4% | Added |
| Invesco Ltd. | 10,159 | $310.3K | 0.00% | +10,159 | New |
| Ameriprise Financial Inc | 10,222 | $312.2K | 0.00% | −561−5.2% | Reduced |
| HighTower Advisors, LLC | 10,665 | $326.0K | 0.00% | +1,568+17.2% | Added |
| Institute for Wealth Management, LLC. | 10,868 | $331.9K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,026 | $336.8K | 0.00% | −1,836−14.3% | Reduced |
| Orleans Capital Management Corp | 11,207 | $342.3K | 0.25% | −233−2.0% | Reduced |
| Aurora Investment Counsel | 11,348 | $346.6K | 0.23% | +11,348 | New |
| Advisory Services Network, LLC | 13,674 | $417.6K | 0.01% | +11,488+525.5% | Added |
| D.A. Davidson & Co. | 14,117 | $431.2K | 0.00% | +3,562+33.7% | Added |
| Atria Wealth Solutions, Inc. | 14,543 | $444.2K | 0.01% | +14,543 | New |
| Commonwealth Equity Services, LLC | 15,495 | $473.0K | 0.00% | −3,612−18.9% | Reduced |
| National Asset Management, Inc. | 17,491 | $534.2K | 0.01% | +862+5.2% | Added |
| DFPG Investments, LLC | 17,945 | $548.0K | 0.06% | −2,700−13.1% | Reduced |
| Peapack Gladstone Financial Corp | 21,359 | $652.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 23,096 | $705.4K | 0.00% | +1,234+5.6% | Added |
| JPMorgan Chase & Co | 24,025 | $734.0K | 0.00% | +24,025 | New |
| Cambridge Investment Research Advisors, Inc. | 25,944 | $792.0K | 0.00% | +5,713+28.2% | Added |
| Lincoln National Corp | 37,022 | $1.13M | 0.02% | +5,726+18.3% | Added |
| Stephens Inc | 47,353 | $1.45M | 0.03% | +36,578+339.5% | Added |
| LPL Financial LLC | 52,126 | $1.59M | 0.00% | +2,668+5.4% | Added |
| Steward Partners Investment Advisory, LLC | 70,644 | $2.16M | 0.03% | −16,785−19.2% | Reduced |
| Fca Corp | 87,511 | $2.67M | 1.00% | +1,669+1.9% | Added |
| Stifel Financial Corp | 90,943 | $2.78M | 0.00% | +8,389+10.2% | Added |
| North Star Asset Management Inc | 93,820 | $2.87M | 0.17% | −2,675−2.8% | Reduced |
| Royal Bank of Canada | 125,604 | $3.84M | 0.00% | −27,469−17.9% | Reduced |
| Bank of America Corp | 168,611 | $5.15M | 0.00% | −12,808−7.1% | Reduced |
| Raymond James & Associates | 187,549 | $5.73M | 0.00% | +35,885+23.7% | Added |
| Janney Montgomery Scott LLC | 241,717 | $7.38M | 0.03% | +20,598+9.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 429,635 | $13.1M | 0.02% | +29,262+7.3% | Added |
| Wells Fargo & Company | 456,482 | $13.9M | 0.00% | +87,251+23.6% | Added |
| Morgan Stanley | 1,517,727 | $46.4M | 0.00% | −88,918−5.5% | Reduced |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −33,184−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −6,977−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,592−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Concorde Financial Corp | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −11,373−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |